…that he started buying “systemically important companies” at huge bargains after the government recapitalized them, and after busines trends were recovering. Many were priced below liquidation value back then, he…
Search Results for: value
Greenblatt Talks Market Valuation, Value Investing, and Much More
…the run-ups that we’ve seen in the last year.” Greenblatt also talks about value investing, portfolio size, and a variety of other issues. “My definition of value investing is figuring…
Growth Or Value? How About Both
…two separate models that O’Shaughnessy tested, one growth-focused and one value-focused. His growth method — “Cornerstone Growth” — produced better returns than his “Cornerstone Value” approach, and was a little…
Herro Still Keen on Europe
…we utilize a sound investment philosophy that defines our value-investing concept as one which notionally includes both low price and high quality; second, we execute this philosophy and approach in…
Where Tilson Is Finding Value
Top value investor Whitney Tilson recently gave an extensive presentation at the Value Investing Congress, saying he is “cautiously optimistic” that the U.S. economic recovery will continue and offering some…
How To Succeed Where Fund Managers Fail
…overall seem to do little more than hold the market portfolio … Their aggregate portfolio almost perfectly mimics the value-weighted index … Institutions overall take essentially no bet on any…
Where Ken Fisher Is Finding Value
Forbes’ Kenneth Fisher says not to fall in love with small-cap growth stocks at this stage of the bull market. In his latest column, Fisher says small-cap cyclicals “get all…
The Schloss Approach: Patience and Simplicity
…debt that were trading below book value. He reviewed each company’s financial statements over the last 10 to 15 years and tried to avoid firms with greedy or unethical management…
Gabelli Talks Stocks, Election, Economy
Top value investor Mario Gabelli is finding value in the market, but he’s concerned about the “three Fs”: food, fuel, and the fiscal cliff. In a Bloomberg interview, Gabelli talks…
Tilson: China Is "Completely Uninvestable"
While Chinese stocks have fallen in recent months, top value investor Whitney Tilson isn’t seeing value in the Asian giant. In fact, he says China is “uninvestable”. In an email…